Trenton G. Adams
SOVRAN ADVISORS
Costa Mesa, CA 92626
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CRD#: 2218480
Professional summary
Trenton Glen Adams, CFP®, who also goes by Trent Adams, Trenton G Adams, is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in Costa Mesa, California and CETERA WEALTH SERVICES, LLC located in Costa Mesa, California.
Trenton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Trenton has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Trent Adams | Trenton G Adams
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: 3(38) SERVICES, FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2012 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE; 3. NAME OF OTHER BUSINESS: TRENTON ADAMS PHOTOGRAPHY INVESTMENT RELATED: NO ADDRESS: 26121 AVENIDA CALIDAD, MISSION VIEJO, CA 92691 NATURE OF BUSINESS: PHOTOGRAPHY START DATE: 1/2015 POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR, PHOTOGRAPHER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY; 4. NAME OF OTHER BUSINESS: PARLIAMENT WEALTH MANAGEMENT & INSURANCE SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING AND INSURANCE SERVICES START DATE: 3/2019 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Trenton Glen Adams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
February 23, 2024 - Present
SOVRAN ADVISORS, LLC
Office #1: 3200 Park Center Dr. Suite 1240, Costa Mesa, CA 92626RIA
CRD#: 329415
Costa Mesa, CA
Current
February 22, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626BD
CRD#: 13572
Costa Mesa, CA
Past
March 25, 2017 - March 6, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Costa Mesa, CA
Past
March 25, 2017 - March 6, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Costa Mesa, CA
Past
April 24, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
IRVINE, CA
Past
April 24, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
IRVINE, CA
Past
January 14, 2005 - May 12, 2015
GWN SECURITIES INC.
RIA
CRD#: 128929
MISSION VIEJO, CA
Past
January 14, 2005 - May 12, 2015
GWN SECURITIES INC.
BD
CRD#: 128929
MISSION VIEJO, CA
Past
May 6, 2002 - January 14, 2005
PMG ASSET MANAGEMENT INC
RIA
CRD#: 110825
TUSTIN, CA
Past
May 6, 2002 - January 14, 2005
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
March 17, 1997 - April 26, 2002
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
Past
August 6, 1996 - April 3, 1997
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past
January 3, 1996 - July 25, 1996
FULLER APARTMENT HOMES SECURITIES, INC.
BD
CRD#: 38010
Past
April 9, 1992 - January 17, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - (1/12/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/22/2024)
RR
California(2/22/2024)
IAR
California(2/23/2024)
RR
Colorado(2/22/2024)
RR
Florida(2/22/2024)
RR
Georgia(2/22/2024)
RR
Hawaii(2/22/2024)
RR
Illinois(3/11/2024)
RR
Indiana(2/22/2024)
RR
Louisiana(2/22/2024)
RR
Massachusetts(2/22/2024)
RR
Michigan(2/22/2024)
RR
Missouri(2/22/2024)
RR
Nebraska(2/22/2024)
RR
Nevada(2/22/2024)
RR
New Jersey(2/22/2024)
RR
New Mexico(2/22/2024)
RR
New York(2/22/2024)
RR
North Carolina(2/22/2024)
RR
Oregon(2/22/2024)
RR
Pennsylvania(2/22/2024)
RR
South Carolina(2/22/2024)
RR
Texas(2/22/2024)
IAR
Texas(2/27/2024)
RR
Utah(2/22/2024)
RR
Virginia(2/22/2024)
RR
Washington(2/22/2024)
RR
Wyoming(2/22/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
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Contact information
Main Address
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
Mailing Address
Phone number
(619) 281-9890
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,470 |
| AUM (Assets Under Management) | $ 1,308,617,291 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
